Thrive Wealth Management, LLC Incresed Positions in Q3 2024

Thrive Wealth Management, LLC

  • $541 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
22.9K
+ 3.14%
$159.75 - $174.57 $3.65M - $3.99M
750K $131M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.3K
+ 1.29%
$92.63 - $105.69 $1.51M - $1.72M
1.28M $133M
INTF
Ishares Tr

ETFs
5.22K
+ 1.3%
$28.08 - $31.79 $146K - $166K
405K $12.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.05K
+ 1.25%
$73.43 - $80.37 $77.4K - $84.7K
85.1K $6.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.52K
+ 2.36%
$36.98 - $41.55 $130K - $146K
153K $6.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.02K
+ 1.88%
$41.9 - $48.26 $84.8K - $97.6K
110K $5.25M
V
Visa Inc.

Financial Services
1.12K
+ 11.76%
$253.74 - $291.56 $284K - $327K
10.6K $2.93M
JNJ
Johnson & Johnson

Healthcare
189
+ 0.8%
$145.48 - $167.38 $27.5K - $31.6K
23.7K $3.85M
VB
Vanguard Small Cap ETF

ETFs
22
+ 0.11%
$214.77 - $237.72 $4.72K - $5.23K
20.1K $4.76M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.73K
+ 1.68%
$37.37 - $41.82 $64.5K - $72.1K
104K $4.32M
ETR
Entergy Corp

Utilities
1.76K
+ 74.68%
$104.75 - $131.61 $184K - $232K
4.12K $542K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.6K
+ 7.39%
$25.38 - $26.27 $168K - $173K
95.9K $2.52M
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 48.75%
$801.83 - $917.05 $203K - $232K
772 $684K
TMO
Thermo Fisher Scientific Inc.

Healthcare
44
+ 1.39%
$531.86 - $624.21 $23.4K - $27.5K
3.21K $1.99M
AVGO
Broadcom Inc.

Technology
5.95K
+ 1077.36%
$136.27 - $1745.86 $810K - $10.4M
6.5K $1.12M
PNC
Pnc Financial Services Group, Inc.

Financial Services
480
+ 9.72%
$156.14 - $187.2 $74.9K - $89.9K
5.42K $1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
754
+ 5.57%
$105.53 - $118.34 $79.6K - $89.2K
14.3K $1.67M
AMT
American Tower Corp

Real Estate
107
+ 2.04%
$192.27 - $242.73 $20.6K - $26K
5.36K $1.25M
SEIC
Sei Investments CO

Financial Services
17
+ 0.04%
$63.1 - $69.83 $1.07K - $1.19K
41.9K $2.9M
UNH
Unitedhealth Group Inc

Healthcare
78
+ 4.23%
$488.01 - $604.18 $38.1K - $47.1K
1.92K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
470
+ 7.64%
$57.22 - $80.08 $26.9K - $37.6K
6.62K $516K
COLL
Collegium Pharmaceutical, Inc

Healthcare
88
+ 0.37%
$31.4 - $39.07 $2.76K - $3.44K
24.1K $929K
ZTS
Zoetis Inc.

Healthcare
89
+ 1.43%
$172.58 - $196.48 $15.4K - $17.5K
6.32K $1.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
827
+ 3.19%
$59.93 - $66.52 $49.6K - $55K
26.7K $1.78M
AXP
American Express CO

Financial Services
241
+ 13.19%
$225.92 - $271.17 $54.4K - $65.4K
2.07K $560K
SBUX
Starbucks Corp

Consumer Cyclical
615
+ 16.98%
$72.51 - $98.6 $44.6K - $60.6K
4.24K $412K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
275
+ 1.78%
$77.02 - $85.06 $21.2K - $23.4K
15.8K $1.33M
WEC
Wec Energy Group, Inc.

Utilities
165
+ 3.06%
$77.68 - $96.19 $12.8K - $15.9K
5.55K $534K
ZBRA
Zebra Technologies Corp

Technology
157
+ 18.49%
$306.21 - $371.02 $48.1K - $58.3K
1.01K $372K
IEMG
Ishares Inc

ETFs
1.86K
+ 5.36%
$53.64 - $53.64 $99.6K - $99.6K
36.5K $1.96M
DE
Deere & CO

Industrials
191
+ 35.57%
$344.84 - $418.0 $65.9K - $79.8K
728 $303K
CCI
Crown Castle International Corp

Real Estate
59
+ 1.41%
$95.29 - $120.24 $5.62K - $7.09K
4.25K $504K
VRSN
Verisign Inc

Technology
275
+ 8.62%
$174.18 - $190.64 $47.9K - $52.4K
3.47K $658K
LNT
Alliant Energy Corp

Utilities
37
+ 0.44%
$50.74 - $60.74 $1.88K - $2.25K
8.48K $514K
GIS
General Mills Inc

Consumer Defensive
177
+ 2.79%
$62.5 - $75.15 $11.1K - $13.3K
6.53K $481K
VZ
Verizon Communications Inc

Communication Services
5
+ 0.02%
$38.89 - $45.0 $194 - $225
20.7K $930K
MDT
Medtronic PLC

Healthcare
22
+ 0.37%
$76.84 - $91.03 $1.69K - $2K
6.02K $541K
VTI
Vanguard Total Stock Market Et

ETFs
135
+ 8.39%
$255.18 - $283.2 $34.4K - $38.2K
1.75K $494K
MUB
Ishares National Muni Bond ETF

ETFs
26
+ 0.09%
$106.13 - $108.7 $2.76K - $2.83K
29K $3.15M
ALLE
Allegion PLC

Industrials
88
+ 5.01%
$114.67 - $145.7 $10.1K - $12.8K
1.84K $268K
NDSN
Nordson Corp

Industrials
54
+ 3.94%
$225.0 - $262.63 $12.2K - $14.2K
1.42K $373K
MDLZ
Mondelez International, Inc.

Consumer Defensive
235
+ 5.36%
$64.35 - $75.71 $15.1K - $17.8K
4.62K $340K
ABT
Abbott Laboratories

Healthcare
136
+ 3.76%
$100.07 - $118.13 $13.6K - $16.1K
3.75K $427K
UPS
United Parcel Service Inc

Industrials
374
+ 12.66%
$123.32 - $147.38 $46.1K - $55.1K
3.33K $453K
ACN
Accenture PLC

Technology
11
+ 1.24%
$295.44 - $355.81 $3.25K - $3.91K
899 $317K
BAC
Bank Of America Corp

Financial Services
1.23K
+ 10.6%
$36.65 - $44.13 $45.1K - $54.3K
12.8K $509K
DVY
Ishares Tr

ETFs
34
+ 1.15%
$119.99 - $135.74 $4.08K - $4.62K
3K $404K
PPL
Ppl Corp

Utilities
38
+ 0.52%
$27.36 - $33.08 $1.04K - $1.26K
7.28K $240K
PRU
Prudential Financial Inc

Financial Services
165
+ 4.06%
$105.53 - $127.32 $17.4K - $21K
4.23K $512K
Activity Summary
Buys All Purchases 95 New Holdings 15 Increased Positions 80 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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